POLIX vs. VPMCX
POLIX (Polen Growth Fund) and VPMCX (Vanguard PRIMECAP Fund Investor Shares) are both Large Cap Growth Equities funds. Over the past 10 years, POLIX returned 11.30%/yr vs 16.58%/yr for VPMCX. Their correlation of 0.82 means they have usually moved in the same direction. POLIX charges 0.96%/yr vs 0.35%/yr for VPMCX.
Performance
POLIX vs. VPMCX - Performance Comparison
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Returns By Period
In the year-to-date period, POLIX achieves a -11.86% return, which is significantly lower than VPMCX's 20.64% return. Over the past 10 years, POLIX has underperformed VPMCX with an annualized return of 11.30%, while VPMCX has yielded a comparatively higher 16.58% annualized return.
POLIX
- 1D
- 2.14%
- 1M
- -0.88%
- 6M
- -6.64%
- YTD
- -11.86%
- 1Y
- -9.35%
- 3Y*
- 5.85%
- 5Y*
- -0.25%
- 10Y*
- 11.30%
- ALL TIME*
- 12.60%
VPMCX
- 1D
- 2.95%
- 1M
- -3.98%
- 6M
- 14.62%
- YTD
- 20.64%
- 1Y
- 46.99%
- 3Y*
- 23.35%
- 5Y*
- 14.81%
- 10Y*
- 16.58%
- ALL TIME*
- 15.25%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
POLIX Polen Growth Fund | $0.00 | $0.00 | $0.00 |
| $0.00 | $0.00 | $0.00 |
POLIX vs. VPMCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
POLIX Polen Growth Fund | -11.86% | 3.87% | 22.57% | 39.17% | -38.36% | 23.51% | 33.25% | 37.34% | 7.74% | 26.47% |
VPMCX Vanguard PRIMECAP Fund Investor Shares | 20.64% | 29.60% | 13.23% | 28.16% | -15.22% | 21.64% | 17.16% | 27.78% | -1.99% | 28.17% |
Correlation
The correlation between POLIX and VPMCX is 0.61, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.61 |
Correlation (3Y) Balances recent behavior with more history. | 0.65 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.76 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.79 |
Correlation (All Time) Calculated using the full available price history since Sep 16, 2010 | 0.83 |
Over the past year, the correlation between POLIX and VPMCX has dropped to 0.61 - well below their long-term average of 0.82, suggesting their price drivers have been diverging.
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Return for Risk
POLIX vs. VPMCX — Risk / Return Rank
POLIX
VPMCX
POLIX vs. VPMCX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Polen Growth Fund (POLIX) and Vanguard PRIMECAP Fund Investor Shares (VPMCX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| POLIX | VPMCX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.98 | ||
| Sortino ratioReturn per unit of downside risk | -3.97 | ||
| Omega ratioGain probability vs. loss probability | 0.90 | 1.40 | -0.50 |
| Calmar ratioReturn relative to maximum drawdown | -0.51 | 3.71 | -4.23 |
| Martin ratioReturn relative to average drawdown | -1.08 | 13.96 | -15.04 |
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Drawdowns
POLIX vs. VPMCX - Drawdown Comparison
The maximum POLIX drawdown since its inception was -42.84%, smaller than the maximum VPMCX drawdown of -50.45%. Use the drawdown chart below to compare losses from any high point for POLIX and VPMCX.
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Drawdown Indicators
| POLIX | VPMCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -42.84% | -50.45% | +7.61% |
Max Drawdown (1Y)Largest decline over 1 year | -23.94% | -11.73% | -12.21% |
Max Drawdown (3Y)Largest decline over 3 years | -23.94% | -20.56% | -3.38% |
Max Drawdown (5Y)Largest decline over 5 years | -42.84% | -25.25% | -17.59% |
Max Drawdown (10Y)Largest decline over 10 years | -42.84% | -32.65% | -10.19% |
Current DrawdownCurrent decline from peak | -15.67% | -7.53% | -8.14% |
Average DrawdownAverage peak-to-trough decline | -7.16% | -7.39% | +0.23% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 11.25% | 3.12% | +8.13% |
Volatility
POLIX vs. VPMCX - Volatility Comparison
The current volatility for Polen Growth Fund (POLIX) is 4.58%, while Vanguard PRIMECAP Fund Investor Shares (VPMCX) has a volatility of 6.29%. This indicates that POLIX experiences smaller price fluctuations and is considered to be less risky than VPMCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| POLIX | VPMCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.58% | 6.29% | -1.71% |
Volatility (6M)Calculated over the trailing 6-month period | 14.16% | 16.18% | -2.02% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.79% | 19.07% | -1.28% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.12% | 18.81% | +4.31% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.93% | 19.39% | +2.54% |
POLIX vs. VPMCX - Expense Ratio Comparison
POLIX has a 0.96% expense ratio, which is higher than VPMCX's 0.35% expense ratio.
Dividends
POLIX vs. VPMCX - Dividend Comparison
POLIX's dividend yield for the trailing twelve months is around 41.25%, more than VPMCX's 13.56% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
POLIX Polen Growth Fund | 41.25% | 36.35% | 10.47% | 0.00% | 10.54% | 3.97% | 1.25% | 0.12% | 2.77% | 1.66% | 0.01% | 4.29% |
VPMCX Vanguard PRIMECAP Fund Investor Shares | 13.56% | 16.36% | 6.62% | 7.16% | 9.85% | 10.08% | 9.74% | 7.15% | 8.32% | 4.53% | 5.05% | 5.91% |
Frequently Asked Questions
POLIX and VPMCX have a correlation of 0.61, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
VPMCX has higher volatility (6.29%) compared to POLIX (4.58%). In terms of maximum drawdown, POLIX dropped -42.84% vs VPMCX's -50.45%.
VPMCX currently has the higher Sharpe Ratio (2.28 vs -0.69), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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